How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 485.49

+1.8%

Nov 26 3:59 PM EST

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To: t2 who wrote (25475)	7/4/1999 12:31:00 PM
From: Stormweaver	Read Replies (1) of 74651

tech, I see SUNW as a short candidate too. The only thing holding me back is that they are getting new business from former HP/AIX shops right now and the internet as they are perceived as the iron choice there. It's hard to estimate if they can sustain their current growth rates based on that alone since they are not generating revenue from Java, are losing the workstation market to MSFT/INTC, and will be facing stiff performance/price competition for 4-8 way boxes now that INTC Profusion is out; INTC + NT + SQL Server have the best price/transaction for TPC-C on 4 way iron: tpc.org Also Y2K is approaching and many IT budgets will be frozen for new server iron. Re McNealy... McNeally and the anti-MSFT consortium can't put something better together than CDE (Crap Desktop Environment) and they know that more robust MSFT/INTC n-way configs are in the pipeline. SUNW is more afraid since iron is their only real commodity and with INTC in the picture they can kiss their high margins on 4-8 way goodbye.

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